NBPTX Mutual Fund

NBPTX Mutual Fund (Neuberger Large Cap Value Fund Trust Class) is managed by Neuberger Berman with $127.4M in net assets. NBPTX expense ratio is 0.95%, holding 80 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1993-08-30.

NBPTX performance shows a YTD return of 20.51%. The 1-year return is 35.31% and the 5-year return is 10.34%. NBPTX dividend yield stands at 4.99%, paid annually.

NBPTX top holdings include Ssc Government Mm Gvmxx 12/31/2030 (5.5%), Intel Corporation (4.7%), Exxon Mobil Corp. (3.5%), Amazon.Com Inc (3.3%), Southern Copper Corp (3.0%). Go to all NBPTX holdings, NBPTX sectors, or NBPTX dividends.

NBPTX can be compared against other funds. Use NBPTX overlap to find shared positions, or NBPTX vs another fund for a side-by-side view. NBPTX alternatives are available via the screener, along with tax-loss harvesting opportunities.